Cornerstone Equity Advisors Inc is a large advisory firm based in New York. It manages $35.06 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.
Cornerstone Equity Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cornerstone Equity Advisors Inc is $35.06 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cornerstone Equity Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Arthur Dematteo has been acting as President since 1 Apr 1997. Brendan Edward Murray joined the executive team most recently as the Compliance Officer.
The principal office where Cornerstone Equity Advisors Inc performs its advisory services is located at 67 Wall Street, 23 Rd Floor, New York, NY 10005, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-809-1855 or by fax 212-809-1864. The normal business hours are 9am - 5pm on Monday - Friday.